Li Lu
Himalaya Capital
Li Lu is a Chinese-American value investor and philanthropist, recognized for founding Himalaya Capital, an investment management firm based in Seattle. Known for his leadership during the 1989 Tiananmen Square protests, Lu has been dubbed the "Chinese Warren Buffett" for his investment philosophy that emphasizes value investing, particularly in Asian markets, with a strong focus on China. In addition to his role at Himalaya Capital, he co-founded The Asian American Foundation in 2021, where he serves as chairman. Himalaya Capital employs a value investing strategy, concentrating on identifying undervalued companies primarily in Asia. The firm has built a notable track record through its disciplined investment approach, focusing on long-term growth potential rather than short-term market fluctuations. Since its inception, Himalaya Capital has made significant investments across various sectors, including financial services, technology, and communication services. Li Lu's disclosed trading record reflects a dynamic investment strategy, with a total of 199 disclosures recorded from June 14, 2017, to May 15, 2026. The firm has shown a pattern of increasing positions, with 99 increases, alongside 68 reductions and 10 exits. Notably, the largest disclosed move involved adding $718.4 million to Bank of America Corp (BAC) on August 14, 2024, highlighting the firm's active management style and focus on significant opportunities.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $731M | 23% | 2.5M | $370.92 | $943M | +29% | |
| $703M | 22% | 2.5M | $370.21 | $907M | +29.1% | |
| $471M | 15% | 4.6M | $86.31 | $398M | -15.5% | |
| $430M | 13% | 897.7k | $493.12 | $443M | +2.9% | |
| $296M | 9.3% | 2.8M | $134.04 | $372M | +25.6% | |
| $146M | 4.6% | 3M | $61.59 | $185M | +26.3% | |
| $95M | 3% | 1.5M | $53.77 | $79M | -17.3% | |
| $74M | 2.3% | 887.1k | $138.91 | $123M | +67.3% | |
| $61M | 1.9% | 6.6M | $8.86 | $58M | -4.53% | |
| $52M | 1.6% | 121.5k | $445.09 | $54M | +4.64% | |
| $52M | 1.6% | 1.6M | $41.85 | $68M | +31.9% | |
| $51M | 1.6% | 117.8k | $519.02 | $61M | +19% | |
| $28M | 0.9% | 110.6k | $327.50 | $36M | +29% | |
| $10M | 0.3% | 18.9k | $628.91 | $12M | +16.7% |